Unclaimed
Natalie June Pace is a financial advisor with Ameriprise Financial Services, LLC in SILVERDALE, WA. Natalie has been working in the financial services industry for over 6 years. Natalie is registered with the state of Washington and has passed the Series 66, Series 7TO, and SIE exams. Natalie specializes in providing financial planning, asset allocation services, portfolio management, and educational seminars. Natalie is a Board of Directors member of Pace, a non-investment related position, and works at Wealthbridge Advisors Inc., an investment related position. Ameriprise Financial Services, LLC is a large firm with over $479 billion in assets under management and over 140,000 clients. Ameriprise Financial Services, LLC is a well-established firm with a strong track record of providing financial advice to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
11/10/2022 - Present
Ameriprise Financial Services, LLC (SILVERDALE WA)
BOTH
Issued 10/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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